From proposals and engagement letters to workflows, deadlines and client communication, Engager brings everything together in one connected platform.
From £9 per month
Engager was created by accountants who were frustrated with disconnected systems, manual processes and software that couldn’t keep up with modern practice management.
Today, over 2,000 firms use Engager to streamline onboarding, automate workflows and deliver a better client experience.
Created by accountants who understand the realities of running a practice and the challenges that come with growth.
Add partners, managers and team members without worrying about per-user licence costs.
Automate reminders, client chases and recurring processes so work keeps moving, even when you’re not at your desk.
TaxCalc and Engager combine compliance, practice management and client engagement into one connected experience.
While TaxCalc manages tax returns, accounts production and compliance, Engager helps your team onboard clients, manage work, automate communication and keep every job moving forward.
No duplicate data entry.
No disconnected systems.
Just a more connected way to run your practice.
From winning new clients and managing work to sharing documents and tracking profitability, Engager brings the day-to-day running of your practice into one place.
Create proposals, engagement letters and onboarding journeys in minutes. Quote accurately, collect approvals and get clients started without switching systems.
Real feedback from accountants who use Engager in their practices.
"For me, the hardest thing about running a firm is managing so many client relationships. We wanted all clients on the same process, and Engager is built for exactly that."
“The team is happier because there are fewer complaints from clients. Morale has 100% improved.”
“It’s intuitive. Even new starters get shown once and they’re away with it. That was a massive plus for us.”
Engager plugs into the software you already use – no rekeying, no double entry.
Engager's features share data and trigger each other automatically. Set a fee in the pricing calculator and it appears in the engagement letter. Move a job to a new phase and the client gets an update. Upload a document and it's ready for e-signature in the portal. Everything flows smoothly and nothing falls through the cracks.
Reach TaxCalc's UK-based support team by phone, email, or remote access – all included as standard. Whether you need help getting set up or troubleshooting mid-workflow, you'll speak to specialists who understand practice life and know the software inside out.
Frost Chartered Accountants switched to TaxCalc and saw immediate improvements. Tax returns now take less time, output is more consistent, and new staff get up to speed faster – gains that quickly outweighed the effort of switching.
Webinars, guides, and how-tos to help you get started with Engager.
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